Yu Chengdong: Most Chinese smartphone makers disappear in the next 5 years

Many domestic counterparts in addition to Qualcomm pay royalties, not to any patent holders to pay royalties, such a market is very unfair, the Huawei Terminal is not fair. "Huawei Terminal Chairman Yu Chengdong recently accepted the south to continue the" big Mouth "nature," domestic terminal counterparts at least to set aside more than 10% of the sales revenue to pay for high-pass patent fees, but their net profit rarely can be 10%. " "means that once the patent fee is paid in full, the competition will face a large loss situation."

Yu Chengdong insists that most smartphone makers in China will "disappear from the Earth" in the next 5 years, with only the top three surviving.

This year, Huawei is expected to sell 80 million smartphones, Yu Chengdong revealed that next year, Huawei will have more than 100 million smartphone shipments, and in the middle-end market with Apple, Samsung showdown.

　　Choke the industry: not pay royalties unfair

This week is the first anniversary of the "Glory" of Huawei's Internet brand. Liu Jiangfeng, president of Huawei's Glory business unit, revealed that the glory of mobile phone shipments has exceeded 20 million, sales of nearly 3 billion U.S. dollars ——— and 2013, Glory mobile phone sales of only $100 million.

Liu Jiangfeng revealed that the next year's glorious shipment volume is expected to double to 40 million, sales growth to $5 billion.

Huawei Terminal Chairman Yu Chengdong more "explosive": In FY 2014, Huawei consumer sales are expected to exceed $12 billion, compared with $9 billion last year.

In the third quarter of this year, Huawei sold 15.9 million smartphones worldwide, with a market share of 5.3%, up 0.6% from a year earlier, according to the latest data from Gartner, a foreign research firm. Shipments are second only to Apple and Samsung. Xiaomi followed, selling nearly 15.8 million units in the third quarter, up nearly 3.4 times times in the year, with a market share of 5.2%, compared with 1.5% in the same period last year.

Facing the rise of millet, Yu Chengdong choke channel "by marketing, by speculation only for a moment", more emphasis on "Huawei has tens of thousands of patents, but also has a lot of cross-patent licensing, but the annual will still pay a lot of fees to other patent holders," and "peer" only to Qualcomm pay royalties "such a market is very unfair."

Recently, Xiaomi was sued by Ericsson for patent issues. At present, the Delhi High Court in India only allows Xiaomi to sell red Rice 1S using Qualcomm processors, while the red rice note, which was just listed in India earlier this month, cannot be sold. Ericsson Clear-cut: Xiaomi sold to India's mobile phone must obtain the patent authorization of Ericsson, the oath and millet death knock to the end.

"There is no medicine in the world, no regrets."

At the time of Huawei's Glory "years", colleagues are also in the plotting layout.

In the Monday, Xiaomi and the United States in a speedy marriage, the future will be on the smart home, e-commerce business, innovation investment and other aspects of deep strategic cooperation; two days later, Qihoo 360 and the cool group issued a notice, the two sides reached a strategic partnership, 360 Investment 4.9.5 billion dollars to set up a joint venture with cool 360 Chairman Zhou 祎 High-profile announcement, "I want to go to the south to do mobile phone."

Interestingly, two years ago, when the need to find a breakthrough in the mobile internet sector, Huawei and 360 "taxicab", joined forces to push the "special machine" ——— Huawei Shine. However, due to 3,604 side attack, and Huawei has always been low-key style inconsistent, the project after a few months abortion.

"We (team) and the old week personal relationship is very good, but at that time, the management of two companies on the Internet, e-commerce, the perception of the difference, unfortunately, our two cooperation has been discontinued." All the medicine in the world has, is no regret medicine. We all want to be in the mobile internet era, can occupy some of the entrance. ”

In Yu Chengdong's view, there are only three or four surviving in the future market, many regional brands, the future will no longer exist. "There have been a lot of companies in the aircraft industry before, so far, only Boeing and Airbus have two. The future of global, scale mobile phone manufacturers, can survive is also a few, we hope that Huawei Terminal can become one of the few surviving companies. ”

Yu Chengdong: Most Chinese smartphone makers disappear in the next 5 years